Laura Matthews

Nvidia's earnings report and the Federal Reserve's Jackson Hole ​symposium will test the assumptions behind this year's stock market rally, offering clues on whether the AI-driven surge in equities can withstand rising uncertainty ‌over growth and interest rates.

Options traders expect a roughly $190 billion swing in Microsoft's market value after it reports earnings ​on Wednesday, an unusually large move that underscores investors' growing eagerness to see if billions of dollars in AI spending ‌are beginning to pay off.

Some U.S. investors who once relied ‌on bonds to cushion equity selloffs are making more room for commodities, infrastructure, private credit and other inflation-sensitive assets to protect themselves against inflation.

The dollar clung to gains against major peers on Thursday, recovering from a ​near one-month low on expectations that the U.S. economy will remain resilient, the Federal Reserve will hold rates steady this ‌month and oil price swings may calm.

SpaceX's slip below its initial public offering price risks turning ​a marquee stock-market debut into a confidence test, potentially unsettling retail investors and complicating decisions for other companies weighing high-profile listings.

The dollar weakened against major currency peers on Tuesday after softer-than-expected U.S. inflation in June tempered expectations for U.S. Federal Reserve policy tightening.

A tepid June jobs report ​offers relief for U.S. equities just as investors had begun to worry.

Investors are seeking signs that the U.S. ​stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Micron Technology earnings will ‌check the pulse of chip demand to see if it is still accelerating.

At least a dozen people were wounded on Saturday in Toledo, Ohio, as two shooters traded gunfire, ​police said.

Traders are pricing in a $355 ​billion swing in Nvidia's market value after the company reports first-quarter earnings on Wednesday, according to options positions ‌that indicate the market is still bullish on the AI giant while keen to protect gains.